Advisory Motion
Monthly advisory review

October 2025 · Brighton Retail Group

The same review structure every month, prepped before the call. The partner walks in ready, not scrambling.

  1. Step 1
    Review Performance
  2. Step 2
    Discuss Issues
  3. Step 3
    Identify Decisions
  4. Step 4
    Assign Action Items
  5. Step 5
    Follow Up

Monthly highlights

  • Revenue growth concentrated in Store #1 — Store #3 down 8% MoM
  • Gross margin declined 2.1pt due to labor and freight pressure
  • AR days increased by 5 days; concentrated in 3 wholesale accounts
  • Cash balance strong but inventory turnover slowing
  • Owner distributions increased faster than net income

Client questions

  • "Are we still on track for the Q1 expansion?"
  • "Why is Store #3 underperforming?"
  • "Should we tighten wholesale terms?"

Issues to discuss

  • Store #3 revenue trend
    high
    Down 8% MoM, 14% vs prior year. Foot traffic flat — basket size declining.
  • AR concentration
    medium
    65% of AR > 30d sits with 3 wholesale accounts. Recommend credit review.
  • Inventory turnover
    medium
    Turns slowed from 5.8x to 4.9x. Aged SKUs concentrated in seasonal apparel.

Recommended discussion topics

  • · Store #3 60-day operating plan vs. footprint review
  • · Wholesale credit policy update
  • · Q1 forecast — base, downside, and stretch
  • · Distribution policy vs. net income discipline

Action items

Tracked through to next month's review

ActionOwnerDueStatusNotes
Owner to review Store #3 staffing modelClientNov 22in progressCarry forward if open at next review
Send credit policy draft to wholesale accountsManagerNov 18pendingCarry forward if open at next review
Build markdown plan for aged seasonal SKUsAssociateNov 25pendingCarry forward if open at next review
Schedule Q1 forecasting workshopPartnerDec 03pendingCarry forward if open at next review
Reconcile payroll variance vs prior monthAssociateNov 15completeCarry forward if open at next review